Confirm the inputs
Open the property’s Offer Report only after reviewing its latest valuation, repairs, policy, and outcome. Confirm the owner, property, price, terms, timeline, and assumptions.
Review before sharing
Read the report as the recipient will see it. Remove unsupported claims, correct stale numbers, and make sure the report does not imply an approval or obligation that has not occurred.
Creating a report does not itself execute a contract or send money. Use the appropriate signing and closing workflow when the parties are ready. If the report shows old values, return to the underwrite, save the corrected inputs, and regenerate the report.